MP Materials (MP) Projected to Release Earnings on Thursday

MP Materials (NYSE:MP) is anticipated to issue its Q2 2026 results after the market closes on Thursday, August 6th. Analysts expect the company to announce earnings of $0.02 per share and revenue of $96.8860 million for the quarter. Interested persons can find conference call details on the company’s upcoming Q2 2026 earning results page for the latest details on the call scheduled for Thursday, August 6, 2026 at 5:00 PM ET.

MP Materials (NYSE:MP) last announced its quarterly earnings data on Thursday, May 7th. The company reported $0.03 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.01) by $0.04. The firm had revenue of $90.65 million for the quarter, compared to analysts’ expectations of $74.82 million. MP Materials had a negative return on equity of 2.27% and a negative net margin of 28.00%.The company’s revenue for the quarter was up 49.1% compared to the same quarter last year. During the same period last year, the firm earned ($0.12) earnings per share. On average, analysts expect MP Materials to post $0 EPS for the current fiscal year and $1 EPS for the next fiscal year.

MP Materials Stock Down 7.8%

MP opened at $38.04 on Thursday. MP Materials has a 12 month low of $37.81 and a 12 month high of $100.25. The company has a current ratio of 7.18, a quick ratio of 6.58 and a debt-to-equity ratio of 0.47. The business’s 50-day moving average price is $55.43 and its 200-day moving average price is $58.46. The company has a market cap of $6.77 billion, a P/E ratio of -90.57 and a beta of 1.86.

Analyst Upgrades and Downgrades

Several analysts have weighed in on MP shares. Wall Street Zen downgraded MP Materials from a “hold” rating to a “sell” rating in a research report on Saturday, July 25th. Deutsche Bank Aktiengesellschaft decreased their target price on shares of MP Materials from $70.00 to $61.00 and set a “buy” rating on the stock in a research note on Thursday, July 9th. JPMorgan Chase & Co. lowered their price target on shares of MP Materials from $75.00 to $60.00 and set an “overweight” rating for the company in a report on Wednesday. Wedbush increased their price target on shares of MP Materials from $90.00 to $100.00 and gave the company an “outperform” rating in a research report on Friday, May 8th. Finally, Needham & Company LLC decreased their price objective on shares of MP Materials from $81.00 to $73.00 and set a “buy” rating on the stock in a research report on Wednesday, July 22nd. Two research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Buy” and an average target price of $78.35.

Key Headlines Impacting MP Materials

Here are the key news stories impacting MP Materials this week:

• Positive Sentiment: MP Materials’ roughly $400 million U.S. government equity investment reinforces the company’s strategic importance in reducing reliance on China for rare-earth materials. The development could support expansion, financing and long-term demand, although the stock has remained weak despite the announcement. Is MP Materials Undervalued As The U.S. Takes A $400 Million Stake?
• Neutral Sentiment: JPMorgan lowered its price target for MP from $75 to $60 but maintained an “overweight” rating. The revised target still implies substantial upside from recent trading levels, but the cut indicates more cautious assumptions about the company’s near-term valuation or execution. JPMorgan Lowers MP Materials Price Target
• Neutral Sentiment: Coverage comparing MP Materials with Atlas Lithium highlights investor interest in critical-minerals companies, but does not appear to provide a major new operational or financial catalyst for MP. Analyzing Atlas Lithium and MP Materials
• Negative Sentiment: A Seeking Alpha analysis downgraded the stock and recommended waiting for a better entry point, adding to concerns that MP’s valuation and execution risks remain elevated even with government backing. MP Materials: Wait For A Better Entry Point
• Negative Sentiment: Broader rare-earth investment themes and competing critical-minerals opportunities may divert investor attention from MP Materials, particularly as the company’s shares have declined significantly over recent months. ETF Built to Break China’s Rare Earth Grip

Insider Buying and Selling at MP Materials

In other news, CFO Ryan Corbett sold 20,000 shares of the business’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $75.00, for a total transaction of $1,500,000.00. Following the sale, the chief financial officer owned 109,017 shares in the company, valued at approximately $8,176,275. The trade was a 15.50% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Michael Stuart Rosenthal acquired 17,000 shares of the stock in a transaction on Wednesday, May 20th. The shares were bought at an average price of $56.62 per share, with a total value of $962,540.00. Following the purchase, the chief operating officer directly owned 1,333,673 shares of the company’s stock, valued at $75,512,565.26. The trade was a 1.29% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last 90 days, insiders sold 905,167 shares of company stock valued at $60,161,837. 8.20% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On MP Materials

A number of hedge funds have recently bought and sold shares of the business. Royal Bank of Canada raised its holdings in shares of MP Materials by 26.5% during the first quarter. Royal Bank of Canada now owns 234,185 shares of the company’s stock valued at $5,716,000 after purchasing an additional 49,052 shares during the last quarter. AQR Capital Management LLC bought a new position in shares of MP Materials during the 1st quarter valued at $215,000. Integrated Wealth Concepts LLC bought a new stake in shares of MP Materials in the first quarter worth $219,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in MP Materials by 4.6% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 10,793 shares of the company’s stock valued at $265,000 after acquiring an additional 479 shares during the last quarter. Finally, Goldman Sachs Group Inc. lifted its holdings in MP Materials by 36.0% in the first quarter. Goldman Sachs Group Inc. now owns 193,943 shares of the company’s stock valued at $4,734,000 after acquiring an additional 51,348 shares during the period. Hedge funds and other institutional investors own 52.55% of the company’s stock.

MP Materials Company Profile

MP Materials Corporation operates as a vertically integrated producer of rare earth materials in North America. The company owns and manages the Mountain Pass Rare Earth Mine and Processing Facility in California, the only commercially viable rare earth mining and processing site in the United States. MP Materials extracts, separates and refines critical rare earth elements—such as neodymium, praseodymium, and cerium—which are essential inputs for permanent magnets used in electric vehicles, wind turbines, and various defense applications.

The Mountain Pass mine first began commercial rare earth production in the 1950s and was later operated by Molycorp until its bankruptcy in 2015.